Get $1 credit for every $25 spent!

The All-In-One CFA Level 1 Exam Certification Prep Bundle

Ending In:
Add to Cart - $39.99
Add to Cart ($39.99)
$1,791
97% off
wishlist
Courses
9
Lessons
62
Enrolled
4,077

What's Included

Product Details

Access
Lifetime
Content
2.0 hours
Lessons
12

CFA Level 1: Ethical & Professional Standards

Ethics Course Covering the CFA Level 1 Curriculum + 144 Practice Questions with Answers

By Analyst Prep | in Online Courses

In this course, Prof. James Forgan, Ph.D., CFA, summarizes each Ethics reading and standard of professional conduct so you can learn or review all of the important concepts from CFA Level 1 Ethical and Professional Standards. This course covers professionalism to responsibilities and GIPS standards. This course also includes 144 practice questions in PDF format from AnalystPrep's mock exams. The answers file includes detailed explanations and the referring LOS.

4.4/5 average rating from 2,014 students enrolled: ★ ★ ★ ★

  • Access 12 lectures & 2 hours of content 24/7
  • Describe the need for high ethical standards in the investment industry
  • Understand the structure of the CFA Institute Professional Conduct Program
  • Know why the GIPS standards were created
  • Explain the construction & purpose of composites in performance reporting
Analyst Prep | Financial Education Company
4.1/5 Insturctor Rating: ★ ★ ★ ★

James Forjan, PhD, CFA has taught college-level business classes for over 25 years. He currently teaches a number of different graduate and undergraduates classes in Pennsylvania. He received his CFA charter in 2004 and has always been keeping up to date with what is happening in the investment world and with the CFA Institute.

11,336 Total Students
772 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • Your First Program

  • Introduction to the CFA Program

    • Introduction to the CFA Program - 8:54
  • Introduction to Ethics in Finance

    • Ethics and Trust in the Investment Profession (CFA Level 1 – Reading 1) - 12:00
    • Code of Ethics and Standards of Professional Conduct (CFA Level 1 – Reading 2) - 7:06
  • Guidance for Standards I-VII (CFA Level 1 – Reading 3)

    • Standard I – Professionalism - 14:40
    • Standard II – Integrity of Capital Markets - 15:38
    • Standard III – Duties to Clients and Prospective Clients - 16:48
    • Standard IV – Duties to Employers - 11:30
    • Standard V – Investment Analysis, Recommendations, and Action - 15:56
    • Standard VI – Conflicts of Interest - 11:15
    • Standard VII – Responsibilities as a CFA Institute Member or CFA Candidate - 8:51
  • Global Investment Performance Standards (GIPS)

    • Introduction to the Global Investment Performance Standards (GIPS) (CFA Level 1 – Reading 4) - 10:07
    • The GIPS Standards (CFA Level 1 – Reading 5) - 17:40

View Full Curriculum


Access
Lifetime
Content
3.0 hours
Lessons
6

CFA Level 1 Quantitative Methods

All the Important Mathematical Formulations & Calculation Steps from the CFA Level 1 QM Chapter

By Analyst Prep | in Online Courses

CFA Level 1 Quantitative Methods Chapter introduces quantitative concepts and techniques used in financial analysis and investment decision making. From the time value of money to probability theory, In this course, you will learn and review all of the important mathematical formulas and calculation steps from the CFA Level 1 QM chapter. Representing 10% of the total CFA Level 1 Exam, Prof. Forjan will make sure you understand well all of the intricacies related to this chapter. This course also includes 95 Quantitative Methods practice questions in PDF format from AnalystPrep's mock exams. The answers file includes detailed explanations and the referring LOS.

4.5/5 average rating from 2,792 students enrolled: ★ ★ ★ ★

  • Access 6 lectures & 3 hours of content 24/7
  • Interpret interest rates as required rates of return, discount rates, or opportunity costs
  • Calculate & interpret relative and cumulative relative frequencies
  • Define a random variable, an outcome, an event, mutually exclusive events & exhaustive events
  • Determine the probability that a normally distributed random variable lies inside a given interval
  • Explain the central limit theorem & its importance
  • Identify the appropriate test statistic & interpret the results for a hypothesis test
Analyst Prep | Financial Education Company
4.1/5 Insturctor Rating: ★ ★ ★ ★

James Forjan, PhD, CFA has taught college-level business classes for over 25 years. He currently teaches a number of different graduate and undergraduates classes in Pennsylvania. He received his CFA charter in 2004 and has always been keeping up to date with what is happening in the investment world and with the CFA Institute.

11,336 Total Students
772 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • The Time Value of Money and Market Returns
    • The Time Value of Money (CFA Level 1 – Reading 6) - 22:41
    • Statistical Concepts and Market Returns (CFA Level 1 – Reading 7) - 33:33
  • Common Probability Concepts
    • Probability Concepts (CFA Level 1 – Reading 8) - 48:33
    • Common Probability Distributions (CFA Level 1 – Reading 9) - 45:31
  • Estimations and Hypothesis Testing
    • Sampling and Estimation (CFA Level 1 – Reading 10) - 32:00
    • Hypothesis Testing (CFA Level 1 – Reading 11) - 38:55

View Full Curriculum


Access
Lifetime
Content
3.0 hours
Lessons
7

CFA Level 1 Economics

Key Concepts & Principles on Macroeconomic and Microeconomics

By Analyst Prep | in Online Courses

The Economics chapter begins with the fundamental concepts of demand and supply analysis for individual consumers and firms. In this course, you will go from the basic concepts of economics and go large with international trade, fiscal policies, exchange rates, and more. This course also includes 97 Economics practice questions in PDF format from AnalystPrep's mock exams. The answers file includes detailed explanations and the referring LOS.

4.2/5 average rating from 2,670 students enrolled: ★ ★ ★ ★

  • Access 7 lectures & 3 hours of content 24/7
  • Calculate & interpret price, income, and cross-price elasticities of demand and describe factors that affect each measure
  • Explain relationships between price, marginal revenue, marginal cost, economic profit, & the elasticity of demand under each market structure
  • Compare GDP, national income, personal income, & personal disposable income
  • Describe the production function approach to analyzing the sources of economic growth
  • Interpret a set of economic indicators & describe their uses and limitations
Analyst Prep | Financial Education Company
4.1/5 Insturctor Rating: ★ ★ ★ ★

James Forjan, PhD, CFA has taught college-level business classes for over 25 years. He currently teaches a number of different graduate and undergraduates classes in Pennsylvania. He received his CFA charter in 2004 and has always been keeping up to date with what is happening in the investment world and with the CFA Institute.

11,336 Total Students
772 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • Microeconomics
    • Topics in Demand and Supply Analysis (CFA Level 1 – Reading 12) - 22:55
    • Firm and Market Structures (CFA Level 1 – Reading 13) - 21:26
  • Macroeconomics
    • Aggregate Output, Prices, And Economic Growth (CFA Level 1 – Reading 14) - 34:44
    • Understanding Business Cycles (CFA Level 1 – Reading 15) - 28:52
    • Monetary and Fiscal Policy (CFA Level 1 – Reading 16) - 29:18
    • International Trade and Capital Flows (CFA Level 1 – Reading 17) - 23:07
    • Currency Exchange Rates (CFA Level 1 – Reading 18) - 28:04

View Full Curriculum


Access
Lifetime
Content
4.0 hours
Lessons
10

CFA Level 1 Financial Reporting & Analysis

Understand, Analyze & Interpret Financial Statements

By Analyst Prep | in Online Courses

There’s no getting around it, financial reporting and analysis is a big part of the CFA level 1 curriculum and there is a lot of material with which you’ll need to become familiar. As one of the largest sections of the exam, you will want to be familiar with the FRA formula sheet information, as many of the questions will involve giving you a snippet of information from a financial statement and asking you to calculate a specific value from that. This course will cover basic analysis of financial statements up to its applications.

3.7/5 average rating form 2,599 students enrolled: ★ ★ ★ ★ ★

  • Access 10 lectures & 4 hours of content 24/7
  • Describe the roles of financial reporting & financial statement analysis
  • Know how business activities are classified for financial reporting purposes
  • Understand the implications for financial analysis of alternative financial reporting systems
  • Classify, calculate, & interpret activity, liquidity, solvency, profitability, and valuation ratios
  • Calculate the tax base of a company’s assets & liabilities
  • Analyze & interpret financial statement disclosures regarding property, plant, and equipment and intangible assets
  • Compare the disclosures relating to finance & operating leases
  • Distinguish between conservative & aggressive accounting
  • Forecast a company’s future net income & cash flow
Analyst Prep | Financial Education Company
4.1/5 Insturctor Rating: ★ ★ ★ ★

James Forjan, PhD, CFA has taught college-level business classes for over 25 years. He currently teaches a number of different graduate and undergraduates classes in Pennsylvania. He received his CFA charter in 2004 and has always been keeping up to date with what is happening in the investment world and with the CFA Institute.

11,336 Total Students
772 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • Introduction to Financial Statements Analysis
    • Financial Statement Analysis: An Introduction (CFA Level 1 – Reading 19) - 14:57
    • Financial Reporting Standards (CFA Level 1 – Reading 20) - 19:55
  • Financial Statements
    • Understanding Balance Sheets (CFA Level 1 – Reading 22) - 19:57
  • Breakdown of Assets and Liabilities
    • Financial Analysis Techniques (CFA Level 1 – Reading 24) - 31:25
    • Inventories (CFA Level 1 – Reading 25) - 42:01
    • Long-Lived Assets (CFA Level 1 – Reading 26) - 39:44
    • Income Taxes (CFA Level 1 – Reading 27) - 25:41
    • Non-Current (Long-Term) Liabilities (CFA Level 1 – Reading 28) - 36:07
  • Financial Statements Analysis
    • Financial Reporting Quality (CFA Level 1 – Reading 29) - 22:16
    • Financial Statement Analysis: Applications (CFA Level 1 – Reading 30) - 23:59

View Full Curriculum


Access
Lifetime
Content
2.0 hours
Lessons
5

CFA Level 1 Corporate Finance

An Overview of the Fundamentals Companies Use to Evaluate Their Investing & Financial Decisions

By Analyst Prep | in Online Courses

CFA Level 1 Corporate Finance chapter covers the capital budgeting process with emphasis on its principles and investment decision criteria. In this course, you will go over project evaluation, income & valuation models, capital structure, and more. You'll understand corporate governance and ESG, capital budgeting, leverage, capital management, and why they are important to every company. This course also includes 96 Corporate Finance practice questions in PDF format from AnalystPrep's mock exams. The answers file includes detailed explanations and the referring LOS.

3.9/5 average rating from 1,945 students enrolled: ★ ★ ★ ★ ★

  • Access 5 lectures & 2 hours of content 24/7
  • Set companies up w/ the right policies
  • Have a solid of net present value
  • Evaluate the cost of capital of a company through various calculations & methods
  • Understand & calculate the measures of leverage
  • Learn how to make sure your company stays liquid
Analyst Prep | Financial Education Company
4.1/5 Insturctor Rating: ★ ★ ★ ★

James Forjan, PhD, CFA has taught college-level business classes for over 25 years. He currently teaches a number of different graduate and undergraduates classes in Pennsylvania. He received his CFA charter in 2004 and has always been keeping up to date with what is happening in the investment world and with the CFA Institute.

11,336 Total Students
772 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • Corporate Governance and Environmental, Social, and Governance (ESG)
    • Corporate Governance and ESG: An Introduction (CFA Level 1 – Reading 31) - 32:37
  • Capital Budgeting and Cost of Capital
    • Capital Budgeting (CFA Level 1 – Reading 32) - 34:37
    • Cost of Capital (CFA Level 1 – Reading 33) - 33:52
  • Measures of Leverage and Working Capital Management
    • Measures of Leverage (CFA Level 1 – Reading 34) - 15:57
    • Working Capital Management (CFA Level 1 – Reading 35) - 19:42

View Full Curriculum


Access
Lifetime
Content
3.0 hours
Lessons
6

CFA Level 1 Equity Investments

Additional Valuation Methods for Estimating a Company's Intrinsic Value

By Analyst Prep | in Online Courses

CFA Level 1 Equity Investments chapter provides a structural overview of financial markets and their operating characteristics. Overview markets include equities, fixed income, derivatives, and alternative investments. In this course, you'll learn additional valuation methods for estimating a company’s intrinsic value. This course also includes 111 Equity Investments practice questions in PDF format from AnalystPrep's mock exams. The answers file includes detailed explanations and the referring LOS.

4.6/5 average rating from 1,763 students enrolled: ★ ★ ★ ★

  • Access 6 lectures & 3 hours of content 24/7
  • Explain the main functions of the financial system
  • Calculate & interpret the value, price return, and total return of an index
  • Understand market efficiency & related concepts, including their importance to investment practitioners
  • Distinguish between public & private equity securities
  • Describe the principles of strategic analysis of an industry
  • Evaluate whether a security is overvalued, fairly valued, or undervalued by the market
Analyst Prep | Financial Education Company
4.1/5 Insturctor Rating: ★ ★ ★ ★

James Forjan, PhD, CFA has taught college-level business classes for over 25 years. He currently teaches a number of different graduate and undergraduates classes in Pennsylvania. He received his CFA charter in 2004 and has always been keeping up to date with what is happening in the investment world and with the CFA Institute.

11,336 Total Students
772 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • Equity Markets
    • Market Organization and Structure (CFA Level 1 – Reading 36) - 40:43
    • Security Market Indices (CFA Level 1 – Reading 37) - 24:23
    • Market Efficiency (CFA Level 1 – Reading 38) - 50:19
  • Equity Analysis and Valuation
    • Overview of Equity Securities (CFA Level 1 – Reading 39) - 26:17
    • Introduction to Industry and Company Analysis (CFA Level 1 – Reading 40) - 26:39
    • Equity Valuation: Concepts and Basic Tools (CFA Level 1 – Reading 41) - 36:13

View Full Curriculum


Access
Lifetime
Content
2.0 hours
Lessons
6

CFA Level 1 Fixed Income

Interpret Future & Implied Spot Rates, Duration, and Convexity

By Analyst Prep | in Online Courses

This part focuses on understanding the yield curve that affects portfolio strategies and risk management. It includes interpreting future and implied spot rates, duration, and convexity. It concludes with an explanation of credit risk and the use of credit analysis for risky bonds. All of the important concepts from the CFA Level I Fixed Income, Derivatives, and Alternative Investments chapters are explained in details and each video includes many questions examples.

3.9/5 average rating from 1,628 students enrolled: ★ ★ ★ ★ ★

  • Access 6 lectures & 2 hours of content 24/7
  • Describe basic features of a fixed-income security
  • Understand issuance, trading & funding
  • Explain the four Cs (Capacity, Collateral, Covenants, & Character) of traditional credit analysis
Analyst Prep | Financial Education Company
4.1/5 Insturctor Rating: ★ ★ ★ ★

James Forjan, PhD, CFA has taught college-level business classes for over 25 years. He currently teaches a number of different graduate and undergraduates classes in Pennsylvania. He received his CFA charter in 2004 and has always been keeping up to date with what is happening in the investment world and with the CFA Institute.

11,336 Total Students
772 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • Introduction to Fixed-Income Instruments
    • Fixed-Income Securities: Defining Elements (CFA Level 1 – Reading 42) - 20:46
    • Fixed-Income Markets: Issuance, Trading and Funding (CFA Level 1 – Reading 43) - 29:45
  • Pricing Fixed-Income Instruments
    • Introduction to Fixed-Income Valuation (CFA Level 1 – Reading 44) - 33:31
    • Introduction to Asset-Backed Securities (CFA Level 1 – Reading 45) - 25:48
    • Understanding Fixed-Income Risk and Return (CFA Level 1 – Reading 46) - 33:20
  • Credit Analysis for Fixed-Income Instruments
    • Fundamentals of Credit Analysis (CFA Level 1 – Reading 47) - 23:10

View Full Curriculum


Access
Lifetime
Content
1.0 hours
Lessons
3

CFA Level 1 Derivatives & Alternative Investments

Understand Everything About Alternative Assets in the Context of a Well-Diversified Institutional Portfolio

By Analyst Prep | in Online Courses

The different types of alternative investments often look completely unrelated to each other. But they have potential common advantages: they may help enhance returns and reduce risk by providing diversification benefits. This course provides an overview of institutional-quality alternative investing with its advantages, limitations, classifications, and applications.

3.9 average rating from 1,628 students enrolled: ★ ★ ★ ★ ★ ★

  • Access 3 lectures & 1 hour of content 24/7
  • Understand what alternative investments are
  • Know the different types of alternative investments, their advantages & limitations
  • Describe private equity, real estate & commodity investments
Analyst Prep | Financial Education Company
4.1/5 Insturctor Rating: ★ ★ ★ ★

James Forjan, PhD, CFA has taught college-level business classes for over 25 years. He currently teaches a number of different graduate and undergraduates classes in Pennsylvania. He received his CFA charter in 2004 and has always been keeping up to date with what is happening in the investment world and with the CFA Institute.

11,336 Total Students
772 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • Derivative Markets
    • Derivative Markets and Instruments (CFA Level 1 – Reading 48) - 20:33
    • Basics of Derivative Pricing and Valuation (CFA Level 1 – Reading 49) - 45:28
  • Alternative Investments
    • Introduction to Alternative Investments (CFA Level 1 – Reading 50) - 24:25

View Full Curriculum


Access
Lifetime
Content
3.0 hours
Lessons
7

CFA Level 1 Portfolio Management

Learn How to Meet Investment Goals Through Portfolio Management + 56 Practice Test Questions

By Analyst Prep | in Online Courses

This chapter provides an overview of portfolio management and the asset management industry, including types of investors and investment plans and products. Portfolio management is about creating a diversified approach to meet one’s investment goals. This course will outline the steps in the portfolio management process in managing a client’s investment portfolio. It also includes 56 Portfolio Management practice questions in PDF format from AnalystPrep's mock exams. The answers file includes detailed explanations and referring LOS.

4.3/5 average rating from 1,906 students enrolled : ★ ★ ★ ★

  • Access 7 lectures & 3 hours of content 24/7
  • Understand the portfolio approach to investing
  • Know the steps in the portfolio management process
  • Discover the types of investors & distinctive characteristics and needs of each
Analyst Prep | Financial Education Company
4.1/5 Insturctor Rating: ★ ★ ★ ★

James Forjan, PhD, CFA has taught college-level business classes for over 25 years. He currently teaches a number of different graduate and undergraduates classes in Pennsylvania. He received his CFA charter in 2004 and has always been keeping up to date with what is happening in the investment world and with the CFA Institute.

11,336 Total Students
772 Reviews

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: all levels

Requirements

  • Any device with basic specifications

Course Outline

  • Portfolio Management: An Overview
    • Portfolio Management: An Overview (CFA L1 – Reading 51) - 31:59
  • Portfolio Risk and Return
    • Portfolio Risk and Return: Part I (CFA L1 – Reading 52) - 55:27
    • Portfolio Risk and Return: Part II (CFA L1 – Reading 53) - 44:35
  • Portfolio Planning and Risk Management
    • Basics of Portfolio Planning and Construction (CFA L1 – Reading 54) - 24:17
    • Introduction to Risk Management (CFA L1 – Reading 55) - 32:00
  • Introduction to Technical Analysis
    • Technical Analysis (CFA Level 1 – Reading 56) - 25:41
  • Introduction to Fintech
    • Fintech in Investment Management (CFA Level 1 – Reading 57) - 24:21

View Full Curriculum



Terms

  • Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.